Entity type
Individual
Filer Snapshot
Robert G. McBey
CIK 0001419502. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
1
Latest filing
11 Oct 2024
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13D/G stake for ATCH. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
ATCH
11 Oct 2024 · 0.4% ownership
Open 13D/GInsider / owner context
ATCH
09 Feb 2024 · $4.44M
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Source: SEC Schedule 13D/G
View source filing
SCHEDULE 13D filed on 11 Oct 2024 for CIK 0001419502.
- Parsed SEC ownership signals
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Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
Forms 3/4/5 positions$4.44MReporting-owner positions with enough filing detail to estimate value.
Forms 3/4/5 position value
3/4/5$4.44MEstimated from parsed Forms 3/4/5 when filings include enough share and price data.
Largest linked holdings
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
ATCHLargest active 13D stakes
Active large-stake positions disclosed in parsed Schedule 13D filings.
ATCHHow to read these SEC ownership signals
- Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
- Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
- Business address
- 16479 N. Dallas Parkway, Suite 315, Dallas, TX, 75001
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
Filer intelligence
What SEC filings say about Robert G. McBey
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- 1 recent 13D/G stake row found; top row is ATCH at 0.4% ownership.
- Forms 3/4/5 show insider context for ATCH worth $4.44M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
13D/G large-stake context
ATCH
11 Oct 2024 · common
Forms 3/4/5 insider context
ATCH
09 Feb 2024 · Chief Executive Officer
Latest update
What changed recently for Robert G. McBey
Latest Schedule 13D/G period: 11 Oct 2024. Open the source-backed page to inspect the fresh filing or facts context.
Update date
11 Oct 2024
Page type
Filer profile
Latest period
11 Oct 2024
Schedule 13D/G context is visible from filings filed on 11 Oct 2024.
SEC filing record
CIK 0001419502 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
1
First seen
11 Oct 2024
Latest filing
11 Oct 2024
Entity
Individual
Observed form types
SCHEDULE 13D
CIK-linked evidence first
Latest Filings
Showing the latest 1 of 1 SEC filings for Robert G. McBey.
SCHEDULE 13D
SCHEDULE 13D filing
- Filing date
- 11 Oct 2024
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing